Performance Improvement Plan Checklist
Help your team members get back on track with a clear, structured, and supportive Performance Improvement Plan.
Managing employee performance can be challenging — especially when team members lose focus, feel demotivated, or struggle to meet expectations. Without a clear plan in place, issues can escalate, leading to disengagement, missed goals, and even turnover.
That’s why we’ve created a free Performance Improvement Plan (PIP) Checklist — a practical tool designed to help managers and HR leaders support employees through structured performance improvement conversations. This checklist gives you a straightforward, step-by-step framework to ensure fairness, clarity, and accountability while maintaining a supportive culture.
What you’ll find inside:
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Identify and document performance issues fairly – capture behaviours and outcomes in a structured way, avoiding vague feedback.
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Set measurable goals with clear timelines – make progress easy to track and achievements easy to recognise.
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Provide the right training and resources – ensure employees have the tools, skills, and support needed to succeed.
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Outline agreed consequences if goals aren’t met – define next steps with transparency to build trust and avoid surprises.
Why use this checklist?
A Performance Improvement Plan should not be about punishment. Done correctly, it’s an opportunity to re-engage employees, strengthen motivation, and drive better results. By using a structured approach, managers create an environment where expectations are clear, support is visible, and employees have a fair chance to succeed.
Whether you’re a manager guiding one employee back on track, or an HR leader building a consistent process across your organisation, this checklist ensures you follow best practices every time.
👉 Download your free Performance Improvement Plan Checklist today and take the first step toward building a stronger, more performance-driven team.
